Paraplanner
Location: Colchester
Salary: £30,000 - £45,000
Are you a meticulous and dedicated paraplanner looking for a new challenge in a supportive and dynamic environment? We have the perfect opportunity for you!
About Us
We are working with a forward-thinking financial services firm based in Colchester, renowned for their client-centric approach and commitment to excellence. As they continue to grow, they are seeking an experienced Paraplanner to join the team and support their financial advisers in delivering top-notch financial planning services.
Key Responsibilities
- Provide comprehensive paraplanning support, including research and analysis of financial products.
- Prepare detailed financial reports and recommendations.
- Assist in the development and maintenance of financial plans for clients.
- Ensure all documentation complies with regulatory requirements.
- Collaborate closely with financial advisers to ensure a seamless client experience.
Qualifications
- Proven experience as a paraplanner or in a similar financial planning support role.
- Relevant qualifications (e.g., Diploma in Financial Planning) or working towards them.
- Strong analytical skills and attention to detail.
- Excellent written and verbal communication skills.
- Ability to work effectively both independently and as part of a team.
Benefits
- Workplace Pension: Secure your future with our workplace pension scheme.
- Hybrid Working: Enjoy the flexibility of hybrid working arrangements.
- Exam Support: Receive support for your professional development and exams.
- On-site Parking: Convenient and free parking available on-site.
- Discretionary Bonus: Attractive discretionary bonus based on performance.
Why Join?
This is a fantastic opportunity to advance your career in a supportive and progressive environment. They offer a range of benefits designed to promote professional growth and well-being. You'll have the chance to work with a dynamic team committed to providing exceptional financial advice and service to clients.
How to Apply
If you are a motivated Paraplanner ready to take the next step in your career, we would love to hear from you.